Position in LOW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,578,332
+$1,473,078 QoQ
Shares Held
16,229
+82.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#746
of 2,642 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in LOW Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Convergence Financial, LLC holds $3,919,373 across 2 Home Improvement Retail names. LOW ranks #1 (91.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOW |
Lowes Companies Inc
This page
|
16,229 | $3,578,332 | |
| 2 | HD |
Home Depot, Inc.
|
967 | $341,041 |
All Filings in LOW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,578,332 | 16,229 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,105,254 | 8,910 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,143,430 | 8,888 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,131,108 | 8,480 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,881,679 | 8,481 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,919,716 | 8,231 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,864,080 | 7,553 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,991,018 | 7,351 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,391,323 | 6,311 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||